We are seeking a highly motivated and data-driven Senior Revenue Operations Specialist to support the strategic growth of our Small Business segment, consisting of both new business and upsell/retention motions. This segment operates with a high-velocity, transactional sales motion, where single-call closes are common and speed-to-lead is critical. 

This role will serve as an essential partner to the sales teams and will be responsible for providing critical data insights, driving operational efficiencies, and ensuring alignment across go-to-market functions. While foundational tools and processes exist, this is a builder role requiring the ability to strengthen data foundations, improve process consistency, and unlock additional capacity through smarter use of systems and automation. 

The ideal candidate will have a strong ability to optimize fast-paced sales processes, drive performance insights, and collaborate cross-functionally to unlock scalable growth opportunities—while demonstrating curiosity and fluency in leveraging AI and automation to reduce manual effort and elevate strategic impact. 

Responsibilities: 

• Own the high-level customer journey from lead to advocate, aligning teams, processes, technology, data, and reporting across this spectrum, with formal responsibility beginning at lead creation in the system 
• Lead and support the evolution of Small Business processes and GTM strategy in collaboration with business unit leadership 
• Provide day-to-day operational support to sales leaders and managers with tools, data, and processes to enable rep productivity and segment growth in a high-velocity environment 
• Enable data-driven decision-making by enhancing visibility into funnel metrics, pipeline movement, customer health, and retention 
• Align GTM teams around shared processes, KPIs, and systems, helping establish consistent definitions and a single source of truth 
• Build, maintain, and enhance accurate and actionable Salesforce reporting and dashboards, partnering with BI as needed to extend analytical depth 
• Analyze sales performance data to identify trends, surface risks early, and recommend actionable improvements to close rates, efficiency, and throughput 
• Support regular reporting cadences, including daily and weekly performance monitoring, forecasting inputs, and monthly/quarterly reviews 
• Partner with Sales Managers to drive adoption of reporting tools, system workflows, and standardized processes, identifying opportunities to simplify and reduce friction 
• Assist in quota setting, capacity planning, and monitoring key Small Business performance metrics 
• Collaborate cross-functionally to support process improvements, system enhancements, data hygiene initiatives, and ad hoc projects 
• Leverage AI-enabled analysis and automation where appropriate to reduce manual effort and shift focus toward higher-value strategic work, while recognizing that strong data foundations and process design are prerequisites to effective automation 

Qualifications 

• 5+ years of experience in Sales Operations, Revenue Operations, Business Analysis, or a related role 
• Demonstrated success supporting a high-velocity sales motion, including transactional or single-call close environments (B2B or B2C acceptable) 
• Experience supporting both new business and upsell/retention motions 
• Strong analytical skills with a deep understanding of sales metrics, funnel dynamics, and customer journey performance 
• Proven ability to build or rebuild foundational processes, reporting, and data structures in environments that are not fully mature 
• Comfort operating across strategy and execution, with the ability to reduce manual analysis and redirect effort toward insight and action 
• Ability to take high-level direction and convert it into streamlined, scalable system and process builds 
• Excellent communication skills, with the ability to translate complex data into clear, actionable recommendations 
• Proficiency with Salesforce (required), analytics tools such as Sigma, Power BI, Tableau, or similar, and Excel (pivot tables, advanced formulas, data visualization) 
• Familiarity with sales engagement, enrichment, or routing tools (e.g., Outreach, Salesloft, Gong, ZoomInfo, LeanData, RingLead) is a plus 
• Demonstrated curiosity and working knowledge of AI or automation tools, particularly for accelerating analysis and reporting (expert-level AI experience not required) 
• A collaborative, team-oriented mindset with a strong sense of ownership and accountability 

Nextiva DNA (Core Competencies)

Nextiva’s most successful team members share common traits and behaviors:

• Drives Results: Action-oriented with a passion for solving problems. They bring clarity and simplicity to ambiguous situations, challenge the status quo, and ask what can be done differently. They lead and drive change, celebrating success to build more success.
• Critical Thinker: Understands the "why" and identifies key drivers, learning from the past. They are fact-based and data-driven, forward-thinking, and see problems a few steps ahead. They provide options, recommendations, and actions, understanding risks and dependencies.
• Right Attitude: They are team-oriented, collaborative, competitive, and hate losing. They are resilient, able to bounce back from setbacks, zoom in and out, and get in the trenches to help solve important problems. They cultivate a culture of service, learning, support, and respect, caring for customers and teams.

Total Rewards 

Our Total Rewards offerings are designed to allow Nexties to take care of themselves and their families so they can be their best, in and out of the office. 

Our compensation packages are tailored to each role and candidate's qualifications. We consider a wide range of factors, including skills, experience, training, and certifications, when determining compensation. We aim to offer competitive salaries or wages that reflect the value you bring to our team. Depending on the position, compensation may include base salary and/or hourly wages, incentives, or bonuses. 

• Health 🍏 - Multiple health plan options to suit your needs, including medical, dental, vision, and telemedicine coverage 
• Insurance 💼 - Life, disability, and supplemental indemnity plans 
• Work-Life Balance ⚖️ - Flexible Time Off (FTO) for salaried employees, PTO for hourly employees, Paid Sick Time (PST), paid parental bonding leave, and paid holidays 
• Financial Security 💰 - 401(k) with company match, Health Savings Accounts with company contributions, Dependent Care FSA 
• Wellness 🤸‍ - Employee Assistance Program and comprehensive wellness initiatives 
• Growth 🌱 - Access to ongoing learning and development opportunities and career advancement 

At Nextiva, we're committed to supporting our employees' health, well-being, and professional growth. Join us and build a rewarding career!  

Nextiva is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Nextiva participates in the E-Verify Program where and as required by law. For additional information about E-Verify visit USCIS. 

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